AWA
Aaron Wealth Advisors’s US Bancorp USB Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $400K | Buy |
8,842
+652
| +8% | +$29.5K | 0.04% | 293 |
|
|
2025
Q1 | $346K | Buy |
8,190
+262
| +3% | +$11.1K | 0.04% | 298 |
|
|
2024
Q4 | $379K | Buy |
7,928
+335
| +4% | +$16K | 0.04% | 266 |
|
|
2024
Q3 | $347K | Buy |
7,593
+1,590
| +26% | +$72.7K | 0.04% | 267 |
|
|
2024
Q2 | $238K | Buy |
6,003
+1,015
| +20% | +$40.3K | 0.03% | 274 |
|
|
2024
Q1 | $223K | Buy |
+4,988
| New | +$223K | 0.03% | 273 |
|
|
2022
Q2 | – | Sell |
-108,798
| Closed | -$2.05M | – | 814 |
|
|
2022
Q1 | $2.05M | Buy |
+108,798
| New | +$2.05M | 0.03% | 229 |
|